DI
PEG icon

Disciplined Investments’s Public Service Enterprise Group PEG Stock Holding History

Disciplined Investments’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30
Closed -$1.88K – 1143
2023
Q2 		$1.88K Buy
30
+5
+20% +$312 ﹤0.01% 680
2023
Q1 		$1.56K Sell
25
-1
-4% -$61 ﹤0.01% 779
2022
Q4 		$1.59K Sell
26
-13
-33% -$755 ﹤0.01% 708
2022
Q3 		$2K Buy
39
+2
+5% +$129 ﹤0.01% 699
2022
Q2 		$2K Buy
37
+7
+23% +$476 ﹤0.01% 716
2022
Q1 		$2K Buy
+30
New +$1.99K ﹤0.01% 763
2020
Q3 		– Sell
-176
Closed -$9K – 434
2020
Q2 		$9K Hold
176
– – 0.01% 274
2020
Q1 		$8K Buy
+176
New +$9.51K 0.01% 286

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Disciplined Investments's PEG Position: Q3 2023 in Review

Disciplined Investments sold out of Public Service Enterprise Group (PEG) in Q3 2023, closing a stake of 30 shares — an estimated $1.88K sold.

Disciplined Investments first reported a position in PEG in Q1 2020 and held it in 8 quarters. The position peaked at $9K in Q2 2020. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

  • Disciplined Investments reported no remaining Public Service Enterprise Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 30 Public Service Enterprise Group shares in Q3 2023, an estimated $1.88K.
  • Disciplined Investments first reported a position in Public Service Enterprise Group in Q1 2020 and held it in 8 quarters.
  • Disciplined Investments's Public Service Enterprise Group position peaked at $9K in Q2 2020.
  • 927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.